See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,432 | $144,119-42.8% | $117,854-30.1% | $147,584-44.1% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 16.89% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $7,089 | $4,896+44.8% | $3,786+87.3% | $4,876+45.4% |
| Participant deferral / active EE | $3,638 | $5,316-31.6% | $4,482-18.8% | $5,439-33.1% |
| Admin fee / account holder | $7,335 | $10,886-32.6% | $8,020-8.5% | $10,885-32.6% |